The Old Way vs. The Smart Way
The Old Way:
- Create a quote in Word.
- Send to client.
- Client accepts via email.
- Open Word again, "Save As" Invoice.
- Manually change "Quote" to "Invoice".
- Update dates and invoice numbers.
- Hope you didn't forget anything.
The Smart Way (Aurex):
- Create Quote.
- Client accepts.
- Click "Convert to Invoice".
- Done.
Why Speed Matters
The faster you invoice after acceptance, the faster you get paid. Delays in invoicing leads to delays in payment. Removing friction from this process is the #1 way to improve cash flow.